AI Implementation Lead

AI Implementation Lead

Bridgepoint is a middle-market investment bank headquartered in Omaha with offices in Lincoln, Denver, Chicago, and New York. We advise founder-led companies on sell-side M&A, capital raises, and strategic transactions, supported by a proprietary deal-flow dataset that is the deepest in the middle market. Over the past several months we have made a firm-wide commitment to becoming AI-native: Claude Enterprise is deployed across the firm, and a growing suite of custom AI workflows is being built and rolled into our daily operations by outside specialists working hand-in-hand with our team.

We are hiring a new role to own this transformation internally.

The Role

The AI Implementation Lead is Bridgepoint's internal owner of how AI gets used across the firm. The largest part of this job is operational support for the team in using the AI products and workflows that our specialist partners develop, making sure everyone on the team, from highly technical users to non-technical ones, gets real productivity out of the tools and gets up to speed quickly on the AI capabilities the firm has access to.

This is not a research role and it is not a software engineering role. It sits squarely between operations and technology. We are looking for a generalist with strong private-sector operations experience and a technical orientation: someone who can sit with any member of the team, understand how their work gets done today, and help them see how to do it better with AI. The person we hire will be the day-to-day champion of how Bridgepoint uses AI, with our outside specialists continuing to architect the harder custom builds.

Depending on the candidate's background and strengths, this role may also extend into helping design and implement new workflows directly, coordinating with firm leadership to scope what needs building and partnering with our AI specialists to get it built. We are open to that scope expanding for the right person, but the operational-support backbone of the role is the constant.

What You Will Do

• Own internal adoption of Claude Enterprise and every custom workflow our specialist partners ship. Train users across the firm, both the technically fluent and the technically reluctant, on what is available, how to use it well, and where AI fits in their day. Write internal documentation, run skills sessions, and serve as the firm's first point of escalation when something is not working.
• Bridge technical and non-technical team members. Help senior team members who do not write code see how AI can change their workflows. Help technical team members get past the rough edges and into productive use.
• Operate the workflows in production: monitor usage, gather user feedback, triage bugs and feature requests, surface them to our specialist partners with the context they need, and close the loop with users when fixes ship.
• Light technical work: write small Python scripts and Excel automations where they bridge a gap or unblock a workflow. Debug AI skills when they misbehave. Maintain the shared workspace structures the AI tools depend on.
• Manage the Claude Enterprise account: seat management, settings, billing reconciliation, access controls, security policy compliance with our IT partners, and quarterly platform reviews with our specialist partners.
• Surface the next wave of opportunities by being embedded with the team long enough to see where time is being wasted. Propose ideas; help scope and prioritize them.
• Represent Bridgepoint in working sessions with our outside AI specialists: translate business needs into technical asks, and translate technical proposals back into business outcomes.
• (For the right candidate) coordinate with firm leadership and the AI specialists to help build and implement new workflows, not as the lead developer, but as the connective tissue between what the firm needs and what gets built.

What You Bring

• 5–10 years of private-sector operations experience. Industry is open; we care about the operational instincts, the comfort working across functions, and the track record of making things run better. You should be able to walk into a workflow you have never seen before and quickly understand what is happening and where the friction is.
• You are a generalist, not a software developer. We are explicitly not hiring a software engineer. We are hiring someone who has lived on the business side, picked up technical skills along the way, and can move comfortably between the two.
• A technical orientation. You are the person on your current team who figures out the new tool first. You like working with technology, you are curious about how things work under the hood, and learning a new system is not intimidating.
• Excel power user. You can build and maintain complex models, you are comfortable with messy real-world spreadsheets, and you are not afraid of VBA when it is the right tool.
• Working Python literacy. You do not need to be a developer, but you can read Python comfortably, write small scripts to automate a repetitive task, install a package, and debug an error message. If you have used pandas to clean data or written a quick script to handle a batch process, that is the level we are after.
• Comfort with AI tooling. You have used Claude (or a comparable AI assistant) seriously enough to have opinions about prompt structure, when AI works and when it does not, and what makes a workflow worth automating versus leaving alone.
• A genuine ability to teach. Half this job is helping colleagues (some highly technical, some not at all) get past their resistance or uncertainty and into productive use. Patience, clarity, and a knack for meeting people where they are matter as much as any technical skill.
• A bias toward shipping. You would rather get a workflow 80% solved this week than wait six months for the perfect solution.
• Strong written and verbal communication. Half this job is helping team members articulate what they need; the other half is helping outside specialists understand what the team actually does all day.

What We Would Love (But Do Not Require)

• Direct experience administering a SaaS platform at a small-to-mid-sized firm.
• Experience training adult professionals on new tools, especially in a setting where the trainees ranged from very technical to not at all technical.
• A track record of being the person a team brought in to "figure out the new system" or "get this tool working for us."

What You Will Not Do

• Build production software systems from scratch. Our outside AI specialists handle architecture and custom development.
• Run M&A processes or originate deals.
• Manage a large team. You will likely be the AI function in its first year; we can revisit team growth as the role scales.

Logistics

• Location: Omaha-based preferred; hybrid arrangement (3+ days/week in office) expected given the cross-functional nature of the role.
• Reports to: Chief Operating Officer.

Start: As soon as the right candidate is identified.